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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,921 | $138,076+123.0% | $123,553+149.2% | $135,380+127.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.26% | 153.70%-149.4pp | 119.21%-115.0pp | 519.81%-515.6pp |
| Employer contribution / active EE | $18,159 | $5,152+252.5% | $4,628+292.4% | $4,779+280.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,504 | $10,917-49.6% | $9,284-40.7% | $10,828-49.2% |